Personal Admin Agent Boundaries and Permissions Plan

Decide what a personal assistant agent may read, draft and do.

Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).

Help me define what a personal admin agent may do for me. My accounts and tools: [ACCOUNTS_AND_TOOLS]. Tasks I want help with: [TASKS]. Things that would cause real harm if mishandled (payments, sending messages, deleting files, sharing documents): [HIGH_RISK_ACTIONS]. People who should never be contacted by the agent: [OFF_LIMITS_CONTACTS].

Interview me with up to eight questions, one at a time, about each task. Then create a permission matrix with columns Task, Read, Draft, Do with approval, Do alone, and Never, and a reason for each choice. Define approval rules: what the agent must show me (exact text, recipient, amount), how long an approval lasts, and what happens if I do not respond. Write a short instruction block for the agent that states the boundaries and the rule 'when unsure, ask'. Include a weekly review routine (what log I read, what I look for) and a revoke plan (how to remove access to each account in under ten minutes).

Do not assume any capability I did not list. Flag any step that depends on a tool's exact settings as [VERIFY].

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Task | Read | Draft | Do with approval | Do alone | Never
Calendar | yes | yes | add events | none | delete events on others' calendars
Email | subject and sender | replies | send to known contacts | none | send to new external contacts, forward attachments
Bills | statement summaries | payment reminders | none | none | make payments
Files | folder list | summaries | move into folders | none | delete
Approval rule: the agent shows recipient, exact text and amount; approval expires after 24 hours; 'when unsure, ask'.
Revoke plan: remove each account's access in settings; ten-minute checklist.